Source-to-Pay Workspace

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • As a Procurement Specialist, you can easily complete your actionable tasks within the premises of an enhanced user experience with Source-to-Pay Workspace.

    The Source-to-Pay Workspace application provides experiences and tools for a Procurement Specialist to source, negotiate, and procure the goods and services that an organization requires. It also enables them to address and work on tasks related to procurement.

    The Source-to-Pay Workspace application is a dependent application and is automatically installed if any of the following applications are installed:
    • Source-to-Pay Common Architecture
    • Procurement Case Management
    However, if you wish to install just the Source-to-Pay Workspace application, the dependent application Procurement Case Management is also installed along with.

    Open the Source-to-Pay Workspace by navigating to All > Procurement Case Management > Procurement Workspace.

    Alternatively, you can also navigate to Workspaces > Source-to-Pay Workspace.

    The Source-to-Pay Workspace includes a landing page and a list view that enables you to work on various aspects of the procurement process.

    For more information about using the workspace, see Using Source-to-Pay Workspace.

    For more information, see Source-to-Pay Workspace.

    End user and roles

    Table 1. End user goals and associated roles
    End user and goal Required role
    Procurement Specialist: View your open requests and purchasing to-dos. sn_shop.procurement_specialist
    PCM Agent: View your open requests and purchasing to-dos. sn_spend_psd.agent
    Accounts Payable Specialist: View your open requests and purchasing to-dos.
    Note:
    This role contains the PCM Agent role, and therefore has access to the same home page and modules as the PCM Agent.
    		 sn_shop.accounts_payable_specialist
    Admin role for Canvas Core Application: View and make configuration changes to the widgets. canvas_admin